Financial ConsultantNew York

Century Consulting Services; New York (NY); Hybrid; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

PTO

Sick time

401K

Commuter savings

Company happy hours

Job summary

Century Consulting Services seeks a results-driven qualification specialist to handle warm inbound leads for our debt relief program. You will conduct discovery calls, build rapport, verify income, and gather financial details to create a thorough analysis and hand-off summary for senior reps.

Ideal candidates have strong listening, reading, and speaking skills, a solid work ethic, and the desire to become a top producer.

Qualifications

• A bachelor's or associate Degree preferred.
• Sales experience and/or professional phone experience is beneficial.
• Exceptional reading and speaking skills.
• Strong work ethic and time management.

Responsibilities

• Engage warm inbound leads through discovery calls to identify debt relief needs
• Build rapport and gather key financial details to qualify opportunities
• Prepare clear financial analyses and hand-off summaries for senior reps
• Ensure quality hand-offs to achieve strong close rates
• Comply with all legal and documentation standards
• Perform additional tasks as assigned by Management

Skills

Strong work ethic

Time management

Active listening

Problem solving

Sales/phone experience beneficial

Excellent reading & speaking skills

Education

Bachelor's or Associate Degree preferred

Job description

Position Summary

The roll plays a critical role in our debt settlement firm by handling warm inbound leads and qualifying potential clients who are struggling with debt. You will conduct in-depth discovery calls to build professional rapport, uncover the reasons behind their debt buildup, identify key pain points, verify income, and understand their goals for becoming debt-free. Your primary focus is on high-quality qualification: subtly demonstrating the need for a debt relief program while gathering all necessary financial details to create a comprehensive, well-organized analysis and hand-off summary. This sets up our senior sales representatives for successful pitch calls and closes.

Benefits : Industry leading benefits including medical/dental/vision insurance (nearly 100% employer contribution!), PTO, sick time, rewards, 401K, commuter savings program, company happy hours and parties, and more!

Schedule: M-F: 9:30am-6:30pm EST.

Top performers have the opportunity to earn additional work from home flexibility (up to and including working fully remote!)

Key Responsibilities

• Engage warm inbound leads through discovery calls to identify debt relief needs
• Build rapport and gather key financial details to qualify opportunities
• Prepare clear financial analyses and hand-off summaries for senior reps
• Ensure quality hand-offs to achieve strong close rates
• Comply with all legal and documentation standards
• Perform additional tasks as assigned by Management

Requirements

• A strong work ethic with excellent time management skills
• An ability to listen and put into practice teachings and critiques from management
• The desire to grow and become a top producer for the company
• Exceptional reading and speaking skills
• Must be a problem solver with great critical thinking skills
• Sales experience and/or professional phone experience is beneficial
• A bachelor's or associate Degree preferred